Institution: AI remains strong, consumer supply chain early stocking fermentation, the first quarter of the global top ten wafer foundry revenue increased by 3.7% seasonally.

According to the latest wafer foundry industry research by TrendForce, in addition to the AI HPC and related peripherals orders still being shipped vigorously, in the first quarter, based on TV, PC/NB and other supply chain early production and shipment, and measures to increase peripheral IC inventory levels, wafer foundry manufacturers have successively received customers for early production or additional orders. Although still affected by the off-season of smartphone production, the off-season factors are basically offset by the early pull-in of the supply chain, and the overall operational performance is not weak in the off-season. The first quarter global top ten wafer foundry output value increased by 3.7% to 47.95 billion US dollars, reaching a new high.